Balancing Act: Wealth Management Straight Talk for Women
Paperback: 168 pages
Publisher: Joslyn G. Ewart (2016)
Don’t be thrown, or put, off by the title. This book is intended for women and men who want to gain perspective and learn strategies they need to make sound financial choices. The author, a Certified Financial Planner (CFP), identifies personal finance concepts and tools and shares true stories of numerous women to illustrate how you can put the concepts and tools to work for your benefit.
This book provides the necessary motivation to help readers stop procrastinating if that is a factor holding them back. It provides concrete steps to form an understanding of your own financial situation, and critically, take action based on their personal values.
Ewart drives home her points via real life examples (individuals and couples), graphs, and charts. Additionally, she wisely engages the reader through the use of exercises. We all understand that sometimes reading about something isn’t enough. Some lessons are more apt to stick if we ‘do’ something during the learning process.
At 168 pages, the book is short and to the point. I covered it all on a recent trip to Australia … I had plenty of time! The audience for this book is those who may not be financially savvy, but want to understand the thought process and critical actions required for successful wealth building, and perhaps more importantly, sustained maintenance. The grounded approach is based upon real life examples that most of us can relate to.
Balancing Act: Wealth Management Straight Talk for Women is available in paperback at Amazon.